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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-31 |
Branch Locations
1000 Se Monterey Commons Blvd Suite 101, Stuart, FL 34996 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Wealth Management | West Palm Beach | FL | 07/2021 | 04/2023 |
| Mari Huff Cpa Pa | Stuart | FL | 03/2020 | 06/2021 |
| Tax Savings Professionals | Vero Beach | FL | 10/2018 | 03/2020 |
| Spicer Jeffries, Llp | Palm Beach Gardens | FL | 10/2017 | 10/2018 |
| Loden, Fraze & Associates | St. Petersburg | FL | 12/2016 | 10/2017 |
| Berger, Toombs, Elam, Gains & Frank Cpas | Fort Pierce | FL | 12/2014 | 12/2016 |
| Flamingo Tax Consulting, Llc | Port Saint Lucie | FL | 01/2019 | Present |
| Hbks Wealth Advisors | Stuart | FL | 04/2023 | Present |
Flamingo Tax and Consulting LLC; Non-Investment Related 1825 SE Mandrake Circle Port St Lucie Florida 34952; Friends and Family Tax Preparation; Owner; Started January 2019; 5 Hours per month devoted to this business and zero hours during securities trading hours. Duties related to this business include Tax Preparation and Administration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-02 |
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